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CSM + 🚀GHL CRM Expert

 

Passionate about IT, with experience in Digital Marketing and Human Resources. Experienced in different industries.  Resourceful and dedicated professional with excellent analytical skills and a demonstrated commitment to providing great customer service. Strong organizational abilities with proven success managing multiple projects and teams. Experienced in managing employees and successful at directing business operations.

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ACADEMIC DEVELOPMENT

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  • 2006 – 2012

IT Management (Degree completed) 
University: ITESM Campus “Santa Fé” & Campus “Ciudad de México”

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PROFESSIONAL EXPERIENCE

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  • CRM Expert (GHL) – The Business Growers (Marketing)​​ - IT /  MSP

    • 7 Months

      • Email marketing, landing pages

      • Onboarding clients + training sessions.

      • A2P 10DLC Registration for phone numbers 

      • Snapshot and setting up accounts ​
         

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  • CRM Expert (GHL) – Neo Mark Media (Marketing) - Insurance

    • Experience: Aug 2023 - Jan 2024

      • Point of contact for troubleshooting and best practices

      • Email marketing, landing pages

      • Onboarding clients + training sessions.

      • A2P 10DLC Registration for phone numbers 

      • Snapshot and setting up accounts 
         

  • Customer Success Manager – Progreda (Marketing) - Entrepreneurs

    • Experience: May 2023 - Sep 2023

      • Onboarding clients into CRM platform (GHL). Point of contact for troubleshooting, best practices and new strategies.  

      • YouTube channel with training videos. Recording, editing and sharing.  https://bit.ly/YouTube_Progreda_Mastermind

      • Client retention and upgrades. 

      • Onboarding process 

      • Lead Connector - A2P registration. 
         

  • Customer Success Manager – EVERABLE (Marketing) - Spa's and Dental

    • Experience: Jan 2022 –  March 2023

      • Onboarding into CRM platform (GHL). Point of contact for troubleshooting, best practices, and new strategies.  

      • Follow up for new and current clients, understand needs, ensure compliance with dates and delivery times for new projects, including new ads, SEO strategy, and offering advice for new products and upsells.

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  • Freelance projects using GHL CRM, with ADFlick, Excel Mortgage, BAMC Incubator, Performance Innovation, Azura Hub, Agent Mafia, Marketing411, and more.

    • Creating snapshots, email marketing, funnels, forms, and workflows for internal requirements and client campaigns, adding UpHex feature, social media planner, calendar settings, A2P registration, etc. * check funnels at the end.
      * Also check content creation here
       

  • Customer Success Manager – Agent Mafia (Real state and coaching)

    • Experience: Aug 2020 –  Jan 2021

      • Onboarding into CRM platform (Go HighLevel). Point of contact for troubleshooting, best practices, and new strategies inside the platform.

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  • Business – Customer Success Manager - VISTA ENTERTAINMENT

    • Experience: August 2016 –  July 2021

      • Follow up for current clients, understand needs, ensure compliance with dates and delivery times for new projects, offer advice for new products on VISTA (ERP)

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  • Business – Business Development Manager– LATBC

    • Experience: Nov 2015 – May 2016

      • Reinforce client’s relationships, follow up for requirements, improve quality of service customer care, and follow up for large accounts AAA

      • Support in creating new market solutions, detecting new clients, developing digital marketing strategies, and ensuring employee engagement. 

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  • CLOUD – Cloud Sales Specialist – IBM

    • Experience: 2015

      • Detection of new clients, full sales process. Digital marketing activities. Relationship care with channels.

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  • HR – Onboarding Analyst - IBM

    • Experience: 2012 - 2015

      • New employees hiring process for different companies inside IBM, welcome sessions, and benefits explanation.

      • Recruitment process for subsidiary employees

      • Connections coach program - lead and training

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Skills

 

Leadership, Strong verbal and written communication, Adaptability, 
Problem-solving, Decision-Making, Team Building, Commited, 
Strategic thinking,  Creative, Proactive, Resourceful, Enthusiastic,
Responsible, Good organization, Process-oriented, Analytical skills. 

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IT  RESOURCES

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  • CANVA

  • ASANA (Project Management)

  • SLACK

  • GO HIGHLEVEL (CRM)

  • UpHex

  • Later (social media posting)

  • SEO for WordPress

  • HUBSPOT

  • Certification ITIL V3 (IT services management) 

  • Trainings for COBIT, CAPM, Cloud computing & Google Adwords

  • Microsoft Office.
    (Word, Excel, PowerPoint, Publisher, Outlook, Visio, etc.)  / Advance

  • Adobe Dreamweaver, Flash

  • SQL (database)

  • HTML

  • JAVASCRIPT

  • Lotus notes, verse, IBM Connections

  • SAP FIORI as CRM for sales management / SAP HR module

  • Hootsuite
     

  • Funnels created inside GHL

  1. https://elevationhealth.gomedspas.com/all-services-01

  2. https://getmonstergrass.com/artificialgrass

  3. https://kitchensanddecor.com/getafreeestimate

  4. https://go.excelmortgage.biz/texascampaign1

  5. https://skinperfectmedical-rancho.gomedspas.com/fb-coolsculpting-quiz-5145470299

  6. https://skinperfectmedical-rancho.gomedspas.com/ga-cs-elite

  7. https://totalhomephysicaltherapy.com/learnmore2023

  8. https://app.bamcincubator.com/v2/preview/bSu7vPjailj9JplJOxYr?notrack=true

  9. https://app.bamcincubator.com/v2/preview/sIVJVuIYT5YaTeuV5fSz

  10. https://app.progreda.com/v2/preview/2Jt2guosxr4lzEAyz9Lu?notrack=true

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TRAININGS

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  • BRAND LOYALTY

    • The Disney Institute / Orlando, Florida - October 2011

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  • MANAGEMENT SKILLS DEVELOPMENT

    • Universidad Complutense de Madrid / Madrid, España - July 2012

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  • Digital Seller

    • IBM / Bogota, Colombia - May 2015

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🌟 ABOUT ME

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